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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,293 | $125,184-62.2% | $105,607-55.2% | $145,884-67.6% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 8.73% | 225.00%-216.3pp | 116.11%-107.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $10,100 | $3,720+171.5% | $3,167+218.9% | $4,662+116.6% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $206,749 | $17,133+1106.7% | $10,958+1786.7% | $13,392+1443.8% |